Title CFO Advisory – Manager
CategoriesFinancial Services, Management Consulting
LocationMultiple Cities, USA
Job Description

The CFO Advisory team members focus on the priorities and challenges CFOs are facing. The CFO must deal with the complexity of balancing risk and performance and the tension that may exist between them. Key concerns for the CFO include protecting reputation and brand, effective internal and external communication, managing risk/return ratio, effective performance reporting and contributing to decision support.

The CFO Advisory Team focus upon areas within Finance Transformation:

  • Finance Function Strategy
  • Finance Organizational Design and Development
  • Finance Operational Effectiveness
  • Finance and Operational Systems Effectiveness
  • Management Information and Decision Support



Develop and maintain productive relationships with client management. Collaborate to plan engagement objectives and a strategy that addresses risk and performance improvement. Manage expectations of service delivery. Stay informed of business/economic developments and their impact to the client.

Demonstrate high levels of technical and professional knowledge and quickly assimilates new knowledge. Keep up-to-date with current developments and trends in advisory services capabilities and industry knowledge.

Deliver quality services. Value and model excellent client service by establishing goals and implementation plans to achieve a high quality deliverables and within expected timeframes and on budget. Monitor progress, manage risk and confirm key stakeholders are kept informed about progress and expected outcomes.

Develop people. Provide constructive on-the-job feedback/training. Foster an innovative and team-oriented work environment.

Commit to developing knowledge, continue to learn and share knowledge with clients and team members. Respect/protect client information.

Generate new business opportunities. Develop long-term client relationships and networks.

Position (short excerpt)

Our client, a Global Advisory Firm, is currently are seeking a highly motivated Manager to lead client engagement teams, work with a wide variety of clients to deliver professional services, and lead business development activities on strategic and global priority accounts focusing in Finance Transformation.


To qualify, candidates must have:

  • a bachelor’s degree and approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience
  • a degree in business, finance, accounting, computer science, engineering, or a related field; MBA or master’s degree preferred
  • a minimum of 3+ years of experience working at a professional services firm, financial services company or comparable experience working as an advisor to a financial services company
  • approximately 4 years of experience in the financial services industry, providing advisory services in the finance function and other operational areas that impact the finance function (e.g. ; General Ledger Reconciliations, Chart of Accounts Rationalization & Design, Close to Report; Cost Reduction Initiatives, Funds Transfer Pricing, Budgeting and Planning, )
  • experience in managing Enterprise Resource Planning (ERP) implementations
  • demonstrated record in driving revenue within existing clients at the “C” level of Fortune 500 companies
  • experience in program management for large scale business transformation projects and programs
  • work collaboratively in a team environment (knows when to lead and when to follow)
  • experience managing staff on multiple projects and providing direction to team members
  • willingness to travel 50%

History of achievement and clear above and beyond behavior by demonstrating the following:

  • a high level of motivation and a self-starting attitude
  • excellent oral and written communication skills
  • strong analytical and problem solving skills
  • creative problem solving skills
  • a strong work ethic
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DavidJob: CFO Advisory – Manager